Schedule a Meeting from Messages

Scheduling appointments with clients can be easily done by any tax preparer. Before scheduling an appointment, ensure that the clients (taxpayers) are added under the Clients module. Additionally, both administrators and tax preparers can set up their own scheduling availability and allow clients to book sessions.

Here are the steps to schedule an appointment:

Step 1: Go to the Messaging module and click on it.

Step 2: Open any conversation you've had with a client.

Step 3: On the right-hand side of the screen, you will find options to schedule an appointment, send an email, or set up a face-to-face meeting.

Important: Before attempting to schedule, please ensure that you have created an appointment type in the system.